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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (103825)	6/1/2000 12:59:00 PM
From: Elmer	Respond to of 186894

Re: "This reminds me of the late 80's, when everybody and their mother thought that PC demand was scaling back permanently. Intel management went contrary to this popular wisdom, and expanded capacity far in excess of what any outside analyst thought was reasonable. I still believe that this is the primary reasons for Intel's current dominance (next to the decision to drop DRAMs)." I remember it well. Everyone thought Andy Grove was nuts. Re: "The current stance seems to be in sharp contrast to that stance. I don't know whether to think that Intel mgmt has grown hesitant or if they are rationally not overshooting" Perhaps there are other deals in the works. There has been talk of Intel applying to build another fab in Israel and Ireland. Maybe they're not done with their expansion plans yet. I hope so. In recent years, has Intel ever had too much capacity? Better a fab too many than a fab short, IMHO. EP